What are the responsibilities and job description for the Sr. Product Manager (Wealth Management) position at New York Technology Partners?
- Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations
- Experience supporting HNW/UHNW or private wealth businesses
- Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning
- Translate business needs into clear product capabilities, workflows, and delivery requirements
- Work directly with client, household, account, position, transaction, cash flow, performance, and activity data
- Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools
- Identify and shape AI and generative AI use cases for advisors, clients, operations, and service teams
- Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentation
- Experience with rapid prototyping using AI, low-code, no-code, or design tools
- Understanding of AI-first SDLC practices and responsible AI considerations
- Partner with business, design, architecture, engineering, data, QA, and operations teams
- Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness
- Strong stakeholder management and executive communication skills
- Ability to manage milestones, dependencies, risks, issues, and cross-team coordination
- Experience working in an onshore-offshore delivery model across multiple time zones
- Ability to provide strong domain context and clear direction to engineering teams
- 8 years of product management, product ownership, consulting, or business analysis experience
- 5 years of relevant wealth management or financial services experience
- Domain expertise is the most critical requirement for this role
Salary : $70 - $77